Back to filter
Original filing (PDF)20251003170604NAL0000922291001
BELL FORD, INC.
Form 5500
FILING_RECEIVED
THE BERGE GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,245
Accounts w/ balance
949
Plan assets (EOY)
$39.3M
Net assets (EOY)
$39.3M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELL FORD, INC..
Plan sponsor
Name
BELL FORD, INC.
EIN
86-0372486
Address
2401 W BELL RD · PHOENIX, AZ · 850233203
Phone
(602) 866-1776
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$78K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $46K | — |
| FIRST FINANCIAL EQUITY | 38-2810578 | — | ADVISOR | $42K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KIMBERLIN COMPANY | 45-5497718 | — | ACCOUNTANT/AUDITOR | $9K | — |
Investments
25 direct securities· $38.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 22 Fidelity Management Trust Company JPMorgan Large Cap Growth Fund | — | — | — | $8.4M | 21.4% | |
| 1 Fidelity Management Trust Company Lincoln Stable Value Account | — | — | — | $3.9M | 10.0% | |
| 16 Fidelity Management Trust Company American Funds Washington Mutual Investors Fund | — | — | — | $3.4M | 8.6% | |
| 15 Fidelity Management Trust Company American Funds New Perspective Fund | — | — | — | $3.2M | 8.2% | |
| 13 Fidelity Management Trust Company American Funds American Balanced Fund | — | — | — | $3.0M | 7.7% | |
| 24 Fidelity Management Trust Company Putnam Large Cap Value Fund | — | — | — | $2.6M | 6.7% | |
| 12 Fidelity Management Trust Company American Funds 2060 Target Date Retirement Fund | — | — | — | $2.1M | 5.3% | |
| 6 Fidelity Management Trust Company American Funds 2030 Target Date Retirement Fund | — | — | — | $1.4M | 3.5% | |
| 23 Fidelity Management Trust Company PIMCO Income Fund | — | — | — | $1.3M | 3.3% | |
| 8 Fidelity Management Trust Company American Funds 2040 Target Date Retirement Fund | — | — | — | $1.2M | 3.0% | |
| 7 Fidelity Management Trust Company American Funds 2035 Target Date Retirement Fund | — | — | — | $1.1M | 2.8% | |
| 5 Fidelity Management Trust Company American Funds 2025 Target Date Retirement Fund | — | — | — | $921K | 2.3% | |
| 11 Fidelity Management Trust Company American Funds 2055 Target Date Retirement Fund | — | — | — | $890K | 2.3% | |
| 18 Fidelity Management Trust Company Carillon Eagle Mid Cap Growth Fund | — | — | — | $868K | 2.2% | |
| 10 Fidelity Management Trust Company American Funds 2050 Target Date Retirement Fund | — | — | — | $814K | 2.1% | |
| 9 Fidelity Management Trust Company American Funds 2045 Target Date Retirement Fund | — | — | — | $774K | 2.0% | |
| 21 Fidelity Management Trust Company Franklin Small Cap Value Fund | — | — | — | $726K | 1.9% | |
| 19 *Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $480K | 1.2% | |
| 14 Fidelity Management Trust Company American Funds EuroPacific Growth Fund | — | — | — | $422K | 1.1% | |
| 4 Fidelity Management Trust Company American Funds 2020 Target Date Retirement Fund | — | — | — | $373K | 1.0% | |
| 20 *Fidelity Management Trust Company Fidelity Total Market Index Fund | — | — | — | $228K | 0.6% | |
| 25 Fidelity Management Trust Company The Hartford International Opportunities Fund | — | — | — | $132K | 0.3% | |
| 17 Fidelity Management Trust Company BrandywineGLOBAL Corporate Credit Fund | — | — | — | $128K | 0.3% | |
| 2 Fidelity Management Trust Company American Funds 2010 Target Date Retirement Fund | — | — | — | $69K | 0.2% | |
| 3 Fidelity Management Trust Company American Funds 2015 Target Date Retirement Fund | — | — | — | $23K | <0.1% |
Related plans
Other plans using CETERA INVESTMENT ADVISORS LLC
PLAN PROFESSIONALS, LLC
OPEN PEP
$355.0M · 18,762 participants
THE COMMON FUND FOR NONPROFITS
THE COMMONFUND RETIREMENT SAVINGS PLAN
$142.2M · 182 participants
DYNATA, LLC
DYNATA, LLC EMPLOYEE 401(K) PLAN
$114.1M · 4,474 participants
ICIMS
ICIMS 401(K) PLAN
$105.6M · 697 participants
METRO-WEST ANESTHESIA GROUP, INC.
METRO-WEST ANESTHESIA GROUP, INC. 401(K) PLAN
$96.5M · 193 participants
SANDBERG, PHOENIX & VON GONTARD P.C
SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN
$92.9M · 365 participants
Similar-size Retail Trade plans
PRICE FAMILY DEALERSHIPS
PRICE FAMILY 401(K) PLAN
$39.4M · 1,037 participants
COVERT BUICK, INC.
COVERT AUTO GROUP 401(K) PLAN
$39.0M · 1,114 participants
CONTINENTAL CARS, INC.
CONTINENTAL CARS, INC. 401(K) PLAN & TRUST
$39.6M · 871 participants
YOUNG CHEVROLET COMPANY
YOUNG AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
$38.9M · 1,234 participants
ARAPAHOE MOTORS, INC. DBA RALPH SCHOMP HONDA, INC.
ARAPAHOE MOTORS, INC. DBA RALPH SCHOMP HONDA, INC. 401(K) PLAN
$39.6M · 1,012 participants
SOUTHEAST TEXAS CLASSIC AUTOMOTIVE, INC.
SOUTHEAST TEXAS CLASSIC AUTOMOTIVE, INC. 401(K) PROFIT SHARING PLAN
$38.8M · 540 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants